In this week's episode we discuss a variety of timely investing financial planning topics, including:1) Getting rid of a whole life policy2) How much to spend on a chosson's watch3) Hard money lending4) Multi-Family Real Estate vs. 401(k)5) Former President Trump's indictment and the impact on your portfolio6) Gifting vs. Inheriting Assets7) Maintaining a large cash position within your portfolio8) Rolling an old 401(k) into an IRA9) Investing a large sum of money10) Investing in alternative investments11) Affording a frum lifestyleLinks to the articles mentioned in this week's episode:1) Should you park your portfolio in cash and wait out 2023? Experts debate the pros and cons2) Should you take a 5% return by parking your portfolio in cash and waiting out 2023? Experts debate the pros and cons3) I Bonds Lose Their Luster With Yield Set to Plunge Below 4%4) The Four Sons And Striving For Investment Simplicity5) We Need to Make it Easier for Retirees to Figure Out How to Invest—and Spend—Their Savings6) Retirement Risks7) Is My Money Safe In A Bank?Staying connected:1) Signup for my monthly newsletter here: https://www.shenkmanwealth.com/newsletter2) Questions? Comments? Reach out to [email protected]) Follow me on Instagram/Twitter/YouTube @ShenkmanOnMoney Hosted on Acast. See acast.com/privacy for more information.

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